STRATEGIC WEALTH SOLUTIONS, LLC

Overview

Strategic Wealth Solutions, LLC is an independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm serves primarily individual and family clients and positions itself as a capital allocator that blends traditional portfolio management with financial planning and insurance distribution. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Fee arrangements are flexible—percentage of AUM, hourly billing and fixed fees are used depending on client needs—and the firm also functions as an insurance broker, which influences its use of insurance‑based solutions such as annuities. Investment activity is anchored in public funds and mutual funds as the primary vehicle for client portfolios, while the firm also deploys third‑party alternative managers to gain exposure to real estate, commodities and oil & gas. Strategic Wealth Solutions does not identify as an active ESG investor and is not designated as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices